XLR8

XLR8 is a highly customized configuration of the Salesforce CRM for financial services like financial advisory, wealth management, personal insurance, commercial insurance, and corporate plans. With the increased efficiency and communication of XLR8, businesses can actively compete and offer top-shelf service to clients. Its users will have full access on any device with an internet connection, and the Salesforce mobile app is available at no additional cost. XLR8 is developed to take full advantage of best practices within the industry, and includes the process engine for managing, tracking, and documenting repeatable processes and workflows. Founded on 2010, XLR8 is headquartered in Plano, Texas.